|
2001
|
Waterfront Wealth
Overland Park,
Kansas
|
$250K
|
+$237K
|
+667
|
New
|
|
|
2002
|
Meridian Investment Counsel
Lafayette,
California
|
$248K
|
–
|
–
|
–
|
|
|
2003
|
Goodman Financial
Houston,
Texas
|
$247K
|
-$8.9K
|
-25
|
-4%
|
|
|
2004
|
Lafayette Investments
Ashton,
Maryland
|
$246K
|
–
|
–
|
–
|
|
|
2005
|
Ashfield Capital Partners
San Francisco,
California
|
$245K
|
–
|
–
|
–
|
|
|
2006
|
Spinnaker Trust
Portland,
Maine
|
$245K
|
–
|
–
|
–
|
|
|
2007
|
Prudent Investors Network
Lake Forest,
California
|
$243K
|
+$231K
|
+649
|
New
|
|
|
2008
|
Global Financial Private Client
Sarasota,
Florida
|
$243K
|
+$177K
|
+497
|
+331%
|
|
|
2009
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
2010
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$241K
|
+$229K
|
+643
|
New
|
|
|
2011
|
Ziegler Capital Management
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
2012
|
West Oak Capital
Westlake Village,
California
|
$240K
|
+$22.8K
|
+64
|
+11%
|
|
|
2013
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
2014
|
Zuckerman Investment Group
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
2015
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$238K
|
+$226K
|
+634
|
New
|
|
|
2016
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
2017
|
Investment Counsel
Petoskey,
Michigan
|
$236K
|
–
|
–
|
–
|
|
|
2018
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$236K
|
+$225K
|
+631
|
New
|
|
|
2019
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$233K
|
-$761K
|
-2,139
|
-77%
|
|
|
2020
|
Iron Gate Global Advisors
Nsl,
Utah
|
$233K
|
-$30.3K
|
-85
|
-12%
|
|
|
2021
|
John W. Brooker & Co
Oakland,
California
|
$230K
|
–
|
–
|
–
|
|
|
2022
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
2023
|
Berger Financial Group
Plymouth,
Minnesota
|
$230K
|
+$218K
|
+612
|
New
|
|
|
2024
|
TruWealth Advisors
Metairie,
Louisiana
|
$230K
|
+$218K
|
+613
|
New
|
|
|
2025
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$229K
|
–
|
–
|
–
|
|
